Phone: (609) 927-9305 Email: info@traceycpas.com

About Us

Tracey & Tracey Certified Public Accountants & Tracey Wealth Management Company
James L. Tracey, CPA, MBA - Managing Partner

James L. Tracey, CPA, MBA - Managing Partner

After graduating from college, Jim began his career at Price Waterhouse Coopers in Philadelphia, Pennsylvania. In 1972 he founded the accounting firm Tracey, Heun, Brennan & Company, CPAs and was its Managing Partner until 2006. He then formed Tracey & Tracey Certified Public Accountants, LLC and Tracey Wealth Management Company to expand his business and respond to the growing investment and wealth management needs of his clients.

Jim grew up in Sea Isle City, New Jersey and currently resides in Linwood, New Jersey with his wife Lynn. They have five children and five grandchildren. One of his daughters, Pamela, is a partner in the accounting firm, Tracey & Tracey Certified Public Accountants, LLC.

In addition to his accounting and investment experience, Jim has an extensive history with his own entrepreneurial activities. He has been intimately involved with commercial real estate development and sales as well as restaurant development. He and his wife currently own and operate a successful candy store in Sea Isle City, New Jersey.

Educational Background

  • BS in Accounting from LaSalle University
    Philadelphia, Pennsylvania
  • MBA from Drexel University
    Philadelphia, Pennsylvania

Professional Affiliations

  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants

Community Service

  • School Board of Linwood, NJ (past president)
  • Cape Regional Hospital Board
  • Various Advisory Committees to the City of Sea Isle City, NJ

Professional Licenses

  • NJ CPA
  • NJ Life & Health Insurance Agent
  • FINRA Securities Licenses (Series 7, Series 65, Series 63)

Pamela A. Tracey, CPA, MBA - Partner

Pamela A. Tracey, CPA, MBA - Partner

Pamela received her BS in Accounting and Environmental Studies from Boston College in 2000. She then went on to obtain her MBA in 2006 from Saint Joseph’s University. She joined the firm in 2000. She specifically specializes in small to medium sizes businesses in the area and individuals ranging from preparation of tax returns, tax planning to business consulting and preparation of financial statements. She has received her investment licenses with the FINRA to help further assist and respond to client needs. Tracey Wealth Management was founded to help better serve these needs.

Pam is active in the community and also has an appreciation for the outdoors and a healthy overall lifestyle. Her interests include skiing, running, biking, swimming and crossfit. She has been involved with the local Big Brothers Big Sisters Organization and the Gilda’s Club of South Jersey.

Educational Background

  • BS in Accounting and Environmental Studies from Boston College
  • MBA from St. Joseph’s University

Professional Affiliations

  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants

Professional Licenses

  • NJ CPA
  • FINRA Securities Licenses (Series 7, Series 6, Series 66)

Pat Triboletti - Office Manager

Pat Triboletti - Office Manager

Pat is the Office Manager for both Tracey & Tracey Certified Public Accountants, LLC and Tracey Wealth Management Co. In addition to her duties as Office Manager, Pat is an Administrative Assistant to the accounting staff of Tracey & Tracey Certified Public Accountants, LLC. Some of her duties are processing tax documents, preparing financial statements, and servicing clients. Pat has been with the firm for over 7 years and has worked under Jim Tracey for the past 14 years.

Pat is FINRA Series 6 licensed and is a Registered Assistant to the Investment Advisor Representatives on the investment side of our business under Tracey Wealth Management Co.

Pat has been in the investment industry for over 20 years and is responsible for the preparation, processing, and servicing of all investment accounts.

Pat is married and has three children.




Maria E. Koelling, CPA, MBA

Maria E. Koelling, CPA, MBA

Maria has over 20 years of public accounting experience. She has been a Licensed Certified Public Accountant in the State of New Jersey since 2003. Her experience includes individual and business tax preparation, payroll and sales tax filings, and financial, operational and compliance audits. She has been serving as the Business Administrator for the non-profit Linwood Nursery School since October 2010.

Maria grew up in Springfield, New Jersey and spent her summers in Ocean City. She currently resides in Northfield with her two sons. She enjoys the beach and any outdoor activity from bike riding to watching her boys sporting events.

Educational Background

  • BS in Business & Marketing- Philadelphia University, Philadelphia, Pennsylvania
  • MBA from Fairleigh Dickinson University, Madison, New Jersey

Professional Affiliations

  • New Jersey Society of Certified Public Accountants

Professional License

  • NJ CPA